Attio

Overview

Attio is your central hub for managing customer relationships, from initial contact to loyal customer. By integrating Threadly, you can harness the power of your Attio data to streamline communication and improve efficiency.

Key benefits of the integration:

• Dynamic Channel Groups: Create targeted Slack channels based on specific Attio criteria, ensuring you can send super targeted messaging to your channels.

• [COMING SOON] Attio Activity Tracking: Automatically log Slack interactions as activities or engagements within Attio for a complete customer view.

• [COMING SOON] Personalized Messaging: Utilize Attio data to create tailored messages within Slack, enhancing customer interactions.

Setup

To connect Attio, you will be using a Private Integration inside of your Attio instance. Here's how to create one:

From your Attio account, click the on your instance name at the top of the main navigation bar, and click Workspace settings. Then, click Developers on the lefthand sidebar. Once on the developer page, click Create a new integration.

1. Name your app. We'd suggest something to indicate this is your Threadly connector. Optionally, include the Threadly icon photo and a description.

2. Click Scopes at the top of the page

   1. Click Records and enable Read-Write

   2. Click Object Configuration and enable Read

   3. Click Notes and enable Read-Write

   4. Click Comments and enable Read-Write

3. Scroll down, and click Access tokens

4. Hover over the token to copy it.

Remember, your private access token is the key to your Attio instance!

Now, head to Threadly (in Slack) > Settings > Integrations.

Click Manage next to Attio. You'll be directed to Attio's page inside the Threadly app. Click the button at the top right to Enter Access Token from Attio.

Once you've entered your Access Token, there's one final step to ensure Threadly identifies the right field that holds your Slack channels. Click Manage to enter the object your Slack data is stored on, along with the internal/API name of the field.

For example:

Object: companies

Field: slack_channel_id

And that's it! You've now connected Attio and Threadly and can begin leveraging your Attio data inside of Threadly.